Home > Founders Bank & Trust > Fiduciary and Related Services
Founders Bank & Trust, Fiduciary and Related Services
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $805,000 | 258 |
| Number of Managed Accounts | $758,000 | 214 |
| Number of Non-Managed Accounts | $47,000 | 473 |
| Total fiduciary and related assets | $333,292,000 | 343 |
| Managed Assets ($) | $290,908,000 | 310 |
| Non-managed Assets ($) | $42,384,000 | 362 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,537,000 | 297 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $803,000 | 245 |
| Number of Managed Accounts | $755,000 | 211 |
| Number of Non-Managed Accounts | $48,000 | 278 |
| Total fiduciary and related assets | $333,548,000 | 341 |
| Managed Assets ($) | $290,142,000 | 307 |
| Non-managed Assets ($) | $43,406,000 | 294 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,882,000 | 301 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $799,000 | 242 |
| Number of Managed Accounts | $742,000 | 211 |
| Number of Non-Managed Accounts | $57,000 | 256 |
| Total fiduciary and related assets | $332,265,000 | 343 |
| Managed Assets ($) | $289,256,000 | 305 |
| Non-managed Assets ($) | $43,009,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,246,000 | 301 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $772,000 | 256 |
| Number of Managed Accounts | $719,000 | 216 |
| Number of Non-Managed Accounts | $53,000 | 271 |
| Total fiduciary and related assets | $320,419,000 | 345 |
| Managed Assets ($) | $279,097,000 | 307 |
| Non-managed Assets ($) | $41,322,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $625,000 | 299 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $754,000 | 272 |
| Number of Managed Accounts | $702,000 | 226 |
| Number of Non-Managed Accounts | $52,000 | 454 |
| Total fiduciary and related assets | $313,102,000 | 345 |
| Managed Assets ($) | $272,299,000 | 308 |
| Non-managed Assets ($) | $40,803,000 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,349,000 | 299 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $733,000 | 256 |
| Number of Managed Accounts | $682,000 | 217 |
| Number of Non-Managed Accounts | $51,000 | 268 |
| Total fiduciary and related assets | $300,231,000 | 342 |
| Managed Assets ($) | $262,317,000 | 301 |
| Non-managed Assets ($) | $37,914,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,759,000 | 295 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $733,000 | 254 |
| Number of Managed Accounts | $682,000 | 215 |
| Number of Non-Managed Accounts | $51,000 | 271 |
| Total fiduciary and related assets | $285,248,000 | 345 |
| Managed Assets ($) | $246,979,000 | 302 |
| Non-managed Assets ($) | $38,269,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,183,000 | 291 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $739,000 | 257 |
| Number of Managed Accounts | $682,000 | 215 |
| Number of Non-Managed Accounts | $57,000 | 262 |
| Total fiduciary and related assets | $330,457,000 | 322 |
| Managed Assets ($) | $251,427,000 | 297 |
| Non-managed Assets ($) | $79,030,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $590,000 | 288 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $723,000 | 281 |
| Number of Managed Accounts | $662,000 | 225 |
| Number of Non-Managed Accounts | $61,000 | 436 |
| Total fiduciary and related assets | $313,958,000 | 326 |
| Managed Assets ($) | $239,848,000 | 304 |
| Non-managed Assets ($) | $74,110,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,273,000 | 290 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $716,000 | 256 |
| Number of Managed Accounts | $650,000 | 219 |
| Number of Non-Managed Accounts | $66,000 | 239 |
| Total fiduciary and related assets | $318,103,000 | 318 |
| Managed Assets ($) | $238,890,000 | 296 |
| Non-managed Assets ($) | $79,213,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,687,000 | 289 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $685,000 | 257 |
| Number of Managed Accounts | $629,000 | 216 |
| Number of Non-Managed Accounts | $56,000 | 252 |
| Total fiduciary and related assets | $301,713,000 | 319 |
| Managed Assets ($) | $231,454,000 | 297 |
| Non-managed Assets ($) | $70,259,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,118,000 | 291 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $689,000 | 257 |
| Number of Managed Accounts | $628,000 | 217 |
| Number of Non-Managed Accounts | $61,000 | 243 |
| Total fiduciary and related assets | $305,210,000 | 317 |
| Managed Assets ($) | $234,242,000 | 299 |
| Non-managed Assets ($) | $70,968,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $560,000 | 293 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $673,000 | 293 |
| Number of Managed Accounts | $619,000 | 235 |
| Number of Non-Managed Accounts | $54,000 | 463 |
| Total fiduciary and related assets | $282,893,000 | 329 |
| Managed Assets ($) | $220,003,000 | 311 |
| Non-managed Assets ($) | $62,890,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,086,000 | 261 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $660,000 | 262 |
| Number of Managed Accounts | $600,000 | 224 |
| Number of Non-Managed Accounts | $60,000 | 252 |
| Total fiduciary and related assets | $272,422,000 | 321 |
| Managed Assets ($) | $208,793,000 | 299 |
| Non-managed Assets ($) | $63,629,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,566,000 | 259 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $658,000 | 269 |
| Number of Managed Accounts | $597,000 | 227 |
| Number of Non-Managed Accounts | $61,000 | 251 |
| Total fiduciary and related assets | $289,309,000 | 328 |
| Managed Assets ($) | $221,997,000 | 304 |
| Non-managed Assets ($) | $67,312,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,041,000 | 258 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $657,000 | 271 |
| Number of Managed Accounts | $595,000 | 228 |
| Number of Non-Managed Accounts | $62,000 | 252 |
| Total fiduciary and related assets | $284,748,000 | 331 |
| Managed Assets ($) | $219,553,000 | 312 |
| Non-managed Assets ($) | $65,195,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $516,000 | 265 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $642,000 | 308 |
| Number of Managed Accounts | $576,000 | 248 |
| Number of Non-Managed Accounts | $66,000 | 436 |
| Total fiduciary and related assets | $267,840,000 | 340 |
| Managed Assets ($) | $205,919,000 | 327 |
| Non-managed Assets ($) | $61,921,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,975,000 | 264 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $632,000 | 273 |
| Number of Managed Accounts | $566,000 | 230 |
| Number of Non-Managed Accounts | $66,000 | 241 |
| Total fiduciary and related assets | $260,328,000 | 327 |
| Managed Assets ($) | $201,388,000 | 298 |
| Non-managed Assets ($) | $58,940,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,484,000 | 260 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $625,000 | 273 |
| Number of Managed Accounts | $556,000 | 233 |
| Number of Non-Managed Accounts | $69,000 | 240 |
| Total fiduciary and related assets | $266,337,000 | 322 |
| Managed Assets ($) | $191,337,000 | 300 |
| Non-managed Assets ($) | $75,000,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,006,000 | 257 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $624,000 | 274 |
| Number of Managed Accounts | $546,000 | 234 |
| Number of Non-Managed Accounts | $78,000 | 226 |
| Total fiduciary and related assets | $278,905,000 | 326 |
| Managed Assets ($) | $202,891,000 | 298 |
| Non-managed Assets ($) | $76,014,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $517,000 | 255 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $644,000 | 319 |
| Number of Managed Accounts | $538,000 | 262 |
| Number of Non-Managed Accounts | $106,000 | 334 |
| Total fiduciary and related assets | $268,789,000 | 329 |
| Managed Assets ($) | $194,502,000 | 326 |
| Non-managed Assets ($) | $74,287,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,821,000 | 266 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $624,000 | 277 |
| Number of Managed Accounts | $539,000 | 239 |
| Number of Non-Managed Accounts | $85,000 | 222 |
| Total fiduciary and related assets | $260,019,000 | 321 |
| Managed Assets ($) | $195,016,000 | 296 |
| Non-managed Assets ($) | $65,003,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,352,000 | 265 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $628,000 | 277 |
| Number of Managed Accounts | $547,000 | 238 |
| Number of Non-Managed Accounts | $81,000 | 231 |
| Total fiduciary and related assets | $256,598,000 | 318 |
| Managed Assets ($) | $200,365,000 | 297 |
| Non-managed Assets ($) | $56,233,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $875,000 | 272 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $610,000 | 279 |
| Number of Managed Accounts | $530,000 | 241 |
| Number of Non-Managed Accounts | $80,000 | 232 |
| Total fiduciary and related assets | $230,355,000 | 328 |
| Managed Assets ($) | $179,113,000 | 304 |
| Non-managed Assets ($) | $51,242,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $448,000 | 271 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $593,000 | 338 |
| Number of Managed Accounts | $518,000 | 275 |
| Number of Non-Managed Accounts | $75,000 | 439 |
| Total fiduciary and related assets | $248,952,000 | 332 |
| Managed Assets ($) | $205,380,000 | 305 |
| Non-managed Assets ($) | $43,572,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,991,000 | 267 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $595,000 | 286 |
| Number of Managed Accounts | $518,000 | 250 |
| Number of Non-Managed Accounts | $77,000 | 243 |
| Total fiduciary and related assets | $277,064,000 | 320 |
| Managed Assets ($) | $221,073,000 | 303 |
| Non-managed Assets ($) | $55,991,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,593,000 | 259 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $608,000 | 290 |
| Number of Managed Accounts | $531,000 | 247 |
| Number of Non-Managed Accounts | $77,000 | 248 |
| Total fiduciary and related assets | $296,463,000 | 324 |
| Managed Assets ($) | $234,260,000 | 303 |
| Non-managed Assets ($) | $62,203,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,100,000 | 261 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $611,000 | 292 |
| Number of Managed Accounts | $536,000 | 248 |
| Number of Non-Managed Accounts | $75,000 | 251 |
| Total fiduciary and related assets | $301,125,000 | 328 |
| Managed Assets ($) | $242,428,000 | 304 |
| Non-managed Assets ($) | $58,697,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $564,000 | 259 |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $607,000 | 329 |
| Number of Managed Accounts | $560,000 | 257 |
| Number of Non-Managed Accounts | $47,000 | 564 |
| Total fiduciary and related assets | $309,338,000 | 326 |
| Managed Assets ($) | $255,936,000 | 301 |
| Non-managed Assets ($) | $53,402,000 | 342 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,393,000 | 250 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $661,000 | 267 |
| Number of Managed Accounts | $605,000 | 224 |
| Number of Non-Managed Accounts | $56,000 | 264 |
| Total fiduciary and related assets | $333,305,000 | 317 |
| Managed Assets ($) | $316,524,000 | 261 |
| Non-managed Assets ($) | $16,781,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,809,000 | 248 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $696,000 | 267 |
| Number of Managed Accounts | $637,000 | 222 |
| Number of Non-Managed Accounts | $59,000 | 269 |
| Total fiduciary and related assets | $337,319,000 | 322 |
| Managed Assets ($) | $326,323,000 | 262 |
| Non-managed Assets ($) | $10,996,000 | 357 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,205,000 | 257 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $691,000 | 270 |
| Number of Managed Accounts | $645,000 | 219 |
| Number of Non-Managed Accounts | $46,000 | 288 |
| Total fiduciary and related assets | $334,815,000 | 320 |
| Managed Assets ($) | $325,999,000 | 256 |
| Non-managed Assets ($) | $8,816,000 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | $607,000 | 254 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $690,000 | 297 |
| Number of Managed Accounts | $660,000 | 226 |
| Number of Non-Managed Accounts | $30,000 | 688 |
| Total fiduciary and related assets | $336,217,000 | 318 |
| Managed Assets ($) | $328,016,000 | 257 |
| Non-managed Assets ($) | $8,201,000 | 685 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,452,000 | 236 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $692,000 | 273 |
| Number of Managed Accounts | $665,000 | 218 |
| Number of Non-Managed Accounts | $27,000 | 325 |
| Total fiduciary and related assets | $323,277,000 | 322 |
| Managed Assets ($) | $315,920,000 | 263 |
| Non-managed Assets ($) | $7,357,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,846,000 | 240 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $703,000 | 274 |
| Number of Managed Accounts | $667,000 | 221 |
| Number of Non-Managed Accounts | $36,000 | 314 |
| Total fiduciary and related assets | $317,272,000 | 329 |
| Managed Assets ($) | $309,569,000 | 266 |
| Non-managed Assets ($) | $7,703,000 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,235,000 | 245 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $695,000 | 276 |
| Number of Managed Accounts | $661,000 | 220 |
| Number of Non-Managed Accounts | $34,000 | 316 |
| Total fiduciary and related assets | $330,052,000 | 321 |
| Managed Assets ($) | $322,391,000 | 254 |
| Non-managed Assets ($) | $7,661,000 | 368 |
| Memoranda | ||
| Gross Fiduciary activities income | $625,000 | 246 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $702,000 | 300 |
| Number of Managed Accounts | $668,000 | 230 |
| Number of Non-Managed Accounts | $34,000 | 673 |
| Total fiduciary and related assets | $323,010,000 | 325 |
| Managed Assets ($) | $315,107,000 | 257 |
| Non-managed Assets ($) | $7,903,000 | 696 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,310,000 | 244 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $666,000 | 268 |
| Number of Managed Accounts | $628,000 | 222 |
| Number of Non-Managed Accounts | $38,000 | 306 |
| Total fiduciary and related assets | $323,255,000 | 318 |
| Managed Assets ($) | $311,882,000 | 254 |
| Non-managed Assets ($) | $11,373,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,716,000 | 244 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $657,000 | 277 |
| Number of Managed Accounts | $619,000 | 226 |
| Number of Non-Managed Accounts | $38,000 | 317 |
| Total fiduciary and related assets | $313,497,000 | 321 |
| Managed Assets ($) | $302,513,000 | 253 |
| Non-managed Assets ($) | $10,984,000 | 358 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,111,000 | 246 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $645,000 | 280 |
| Number of Managed Accounts | $608,000 | 229 |
| Number of Non-Managed Accounts | $37,000 | 319 |
| Total fiduciary and related assets | $303,719,000 | 326 |
| Managed Assets ($) | $294,159,000 | 260 |
| Non-managed Assets ($) | $9,560,000 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $549,000 | 252 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $605,000 | 331 |
| Number of Managed Accounts | $568,000 | 257 |
| Number of Non-Managed Accounts | $37,000 | 674 |
| Total fiduciary and related assets | $310,917,000 | 322 |
| Managed Assets ($) | $296,739,000 | 259 |
| Non-managed Assets ($) | $14,178,000 | 573 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,084,000 | 253 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $597,000 | 287 |
| Number of Managed Accounts | $559,000 | 238 |
| Number of Non-Managed Accounts | $38,000 | 318 |
| Total fiduciary and related assets | $299,919,000 | 321 |
| Managed Assets ($) | $286,527,000 | 256 |
| Non-managed Assets ($) | $13,392,000 | 343 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,544,000 | 258 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $584,000 | 296 |
| Number of Managed Accounts | $544,000 | 246 |
| Number of Non-Managed Accounts | $40,000 | 326 |
| Total fiduciary and related assets | $296,477,000 | 323 |
| Managed Assets ($) | $283,121,000 | 258 |
| Non-managed Assets ($) | $13,356,000 | 355 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,009,000 | 265 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $547,000 | 308 |
| Number of Managed Accounts | $506,000 | 258 |
| Number of Non-Managed Accounts | $41,000 | 329 |
| Total fiduciary and related assets | $293,063,000 | 330 |
| Managed Assets ($) | $279,897,000 | 260 |
| Non-managed Assets ($) | $13,166,000 | 361 |
| Memoranda | ||
| Gross Fiduciary activities income | $496,000 | 267 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $501,000 | 403 |
| Number of Managed Accounts | $460,000 | 312 |
| Number of Non-Managed Accounts | $41,000 | 663 |
| Total fiduciary and related assets | $272,447,000 | 360 |
| Managed Assets ($) | $260,917,000 | 272 |
| Non-managed Assets ($) | $11,530,000 | 627 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,712,000 | 289 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $490,000 | 331 |
| Number of Managed Accounts | $449,000 | 287 |
| Number of Non-Managed Accounts | $41,000 | 337 |
| Total fiduciary and related assets | $248,287,000 | 361 |
| Managed Assets ($) | $238,341,000 | 288 |
| Non-managed Assets ($) | $9,946,000 | 379 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,237,000 | 306 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $487,000 | 340 |
| Number of Managed Accounts | $443,000 | 288 |
| Number of Non-Managed Accounts | $44,000 | 338 |
| Total fiduciary and related assets | $236,287,000 | 368 |
| Managed Assets ($) | $226,241,000 | 297 |
| Non-managed Assets ($) | $10,046,000 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $797,000 | 313 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $460,000 | 353 |
| Number of Managed Accounts | $411,000 | 306 |
| Number of Non-Managed Accounts | $49,000 | 341 |
| Total fiduciary and related assets | $200,407,000 | 386 |
| Managed Assets ($) | $188,414,000 | 328 |
| Non-managed Assets ($) | $11,993,000 | 383 |
| Memoranda | ||
| Gross Fiduciary activities income | $391,000 | 318 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $444,000 | 442 |
| Number of Managed Accounts | $392,000 | 365 |
| Number of Non-Managed Accounts | $52,000 | 619 |
| Total fiduciary and related assets | $201,816,000 | 415 |
| Managed Assets ($) | $189,494,000 | 341 |
| Non-managed Assets ($) | $12,322,000 | 613 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,431,000 | 336 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $378,000 | 473 |
| Number of Managed Accounts | $340,000 | 381 |
| Number of Non-Managed Accounts | $38,000 | 667 |
| Total fiduciary and related assets | $189,810,000 | 404 |
| Managed Assets ($) | $181,083,000 | 347 |
| Non-managed Assets ($) | $8,727,000 | 647 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,212,000 | 382 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |